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Moving to Office 365: Creating a Migration Strategy for Your Business

Moving to Office 365: Creating a Migration Strategy for Your Business

Moving from a desktop-based solution to Microsoft Office 365 can be a winning move for your company, but it is important to have a strategy for the migration process itself in order to avoid becoming overwhelmed.

Whether your business decides to go with a full migration to the Office 365 cloud or chooses a combination of cloud-based and on-premises solutions, migrating to Office 365 means your users should be able to access their files and data from the cloud. This can bring significant flexibility to your organization, while increasing productivity and collaboration. Planning your deployment can help make sure your business needs are met while limiting (or completely avoiding) unnecessary downtime or disruptions for staff.

Steps to Include in Your Migration Plan

While your implementation and migration plan should be tailored to meet your company’s needs, following these general steps can ensure key decision points are not overlooked.

  1. Discovery. For your migration to be successful, you need to first know what you’re actually migrating. Start with an inventory of the content, file types and file sizes of what’s going to be moved to Office 365. You should also evaluate and document the configuration requirements and ensure your current environment and infrastructure are ready. In addition, if your migration to Office 365 includes user mailboxes, you will also need to know the sizes and item counts. If your company relies on Exchange Servers, you may choose to have mailboxes co-exist in both places for a fixed period of time.
  2. Account Provisioning Needs. Next, evaluate your options for setting up your user identities and managing user accounts. Microsoft has three options available, so it’s important for organizations to evaluate the choices before the migration starts. If you choose “Cloud Identity”, user accounts are managed in Microsoft Office 365. Another option is to select “Synchronized Identity” which allows you to manage user profiles on-premises and then sync them with the Office 365 data. Finally, you could opt for a single-sign-on solution by choosing “Federated Identity.” With this approach, users don’t need to sign in to both Office 365 and their on-premises managed accounts.
  3. Migration. Office 365 allows organizations to migrate services piecemeal rather than requiring a full-scale migration all at once. Taking a phased approach can allow you to implement Office 365 department-by-department, making the roll-out more effective and less disruptive.
  4. Testing. Make sure your migration plan also includes time to test and validate that content and data migrated correctly and that the services you migrated are working appropriately. Build in extra time in case testing uncovers potential problems.
  5. User Training. Change is hard! If you want your users to be able to work efficiently and effectively on the Office 365 platform, you’ll also need to provide training on the change, giving them an opportunity to get used to the migration.

Intrinium Information Technology Solutions Can Help

Migrating to Office 365 offers many benefits for your company. When you choose to work with Intrinium, you’ll have the support of experienced, knowledgeable IT professionals who can make the process smoother and more cost-effective.

To learn more about how Intrinium Information Technology Solutions can help your company migrate to Microsoft Office 365 or to learn about any of the other services we provide, contact us online today or call us at 866-461-5099.

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